Industry Page 15 of 57

All posts related to the industry in general.

Three people raising beer glasses at a restaurant table with a Sony handheld recorder visible.

NVIDIA’s CEO Is Apparently Having a ‘Great Time’ With Samsung & Hyundai Executives in Korea; Fried Chicken, Beers, and Plenty of Spicy Comments

"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

NVIDIA Becomes the First to Hit $5 Trillion in Market Cap as Jensen & Co. Manage to Keep Running the AI Bandwagon With Full Force

Grace Blackwell NVL72 demand presentation with graph comparing 2023-25 Hopper Lifetime to Blackwell and Rubin revenue forecasts.

NVIDIA’s CEO “Misspoke” About $500 Billion Revenue From Blackwell + Rubin In Next Five Quarters; Actual Figure Turns Out to Be Lower

Silicon wafer inside a semiconductor manufacturing machine.

American Chip Startup ‘Substrate’ Vows to End the U.S. Dependence on ASML Through a New Lithography Technique

Unbranded chip held on stage with spiral backdrop.

NVIDIA Could Receive Approval for Blackwell AI Chip in China, Marking a Major “Bonus” for Its Market Share in the Region

Unbranded chip held on stage with spiral backdrop.

President Trump to Meet NVIDIA’s CEO Jensen Huang at a Time When the U.S. & China Have Agreed on the Framework for a Trade Deal

Logos of tsmc and intel overlaid on semiconductor chip background.

Intel Foundry Reportedly in Bold Pursuit of Former TSMC Executive Who Drove the Company’s High-End Chip Breakthroughs

Intel's CEO Lip-Bu Tan with Intel building in background

Intel CEO Says U.S. Government Stake Was a “Deliberate” Move to Drive a Comeback, Comparing It to How Taiwan Supports TSMC

Qualcomm server emphasizing Rack-scale performance and Low total cost of ownership, featuring AI200 and AI250 models.

Qualcomm’s New AI Rack-Scale Solutions Actually Uses LPDDR Mobile Memory Onboard, Boldly Hoping to Take on NVIDIA and AMD

Unbranded person in a shiny leather jacket on stage with a network-themed digital background.

NVIDIA’s GTC Comes to Washington for the First Time, As CEO Jensen Huang Is Expected to Champion America’s AI Leadership

Samsung new OLED panel customer

Samsung Foundry’s Wins With Apple, NVIDIA, and Tesla Show the Korean Giant’s Determination To Challenge TSMC’s Dominance

CXMT chip on a circuit board.

China’s CXMT Ships Out HBM3 Samples to Huawei, Potentially Sorting Out a Massive Bottleneck in the Domestic AI Supply Chain

TSMC Says in the ‘NVIDIA vs ASIC War’, It Will Always Win as Customers From Both Sides Turn to the Chip Giant for Foundry Orders

Colorful silicon wafer displayed on glittery black surface.

TSMC Official Claim ‘Rare Earths’ Supply Chain Is Steady In The Shorter-Term, But Warns About Future Risks If Restrictions Continue

Intel’s New ASIC Business to “Serve a Broad Range of External Customers”, Signaling the Next Big Opportunity for Its Foundry & x86 Ecosystem

Man speaking on stage with Siemens and foundry visible in the background.

Intel’s 14A Chip Has Already Outperformed 18A Nearly a Year Ahead of Its Debut, With Potential Customers Participating in Development

Man in Intel Foundry vest holding a silicon wafer in front of an Intel sign outdoors.

Intel’s Chip Supply Will “Be Depleted” by Q1 2026, Reveals CFO David Zinsner, as PC & Server CPU Demand Skyrockets Beyond All Expectations

Man in a suit in front of a building with partial SANG visible on glass.

“Samsung’s Fab Is More Advanced Than TSMC’s,” Claims Elon Musk, as Tesla Turns to the Korean Giant for Its Next-Gen AI5 & AI6 Chips

HBM3E and HBM4 chips on display in a lighted frame.

Samsung Goes Head-to-Head with SK Hynix and Micron as It Unveils HBM4 Memory to the Public for the First Time

NVIDIA Has Already Geared Up to Challenge Big Tech’s Custom AI Chip Ambitions Through AI Alliances & an Unrivaled Product Roadmap

Semiconductor lithography machine in operation with purple laser beam, microchip wafer on platform, and visible Caution label.

Chinese Technicians Boldly Tried to Reverse Engineer ASML’s DUV Machines; Only to Break Them & Call the Dutch Firm For Help

Three people wearing jackets standing in front of an NVIDIA server rack.

NVIDIA’s CEO Jensen Huang ‘Scrambled’ To Rescue a Stalled Deal From Collapse With OpenAI After the AI Giant Considered Turning to Google TPU Chips

Blackwell Die Wafer by TSMC on manufacturing equipment.

NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips, But Must Send Them Abroad to Finish the Job

NVIDIA DGX-powered server racks arranged with cables and components on display.

NVIDIA’s ‘Cutting-Edge’ Vera Rubin AI Servers Are Already in Development by Foxconn; Mass Production to Begin in H2 2026

Man holding a microphone sitting on a chair with a nature backdrop.

“Some of These AI Deals Seem a Little Bit Fishy”: Anthropic CEO Dario Amodei Says Companies May Be “Double Counting” Investments

Two men in business suits shaking hands in front of a mosaic wall.

Intel’s CEO Lip-Bu Tan Meets Saudi Official For a Potential Chip Partnership — Can Gulf Capital Power Team Blue’s Semiconductor Comeback?

NVIDIA and TSMC executives with Blackwell Made in America plaque on stage with American flag.

NVIDIA Embraces the ‘Made in USA’ Narrative, As Jensen Huang Unveils the First Blackwell Chip Wafer Produced by TSMC Arizona

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

“Our Market Share Dropped From 95% to 0%,” Says NVIDIA CEO Jensen Huang in a ‘Temporary Goodbye’ to China’s AI Market

Man holding a silicon wafer outside Intel building, wearing intel foundry vest.

Intel’s 18A Process Witnesses Massive Optimism From The Industry, With Microsoft Now Rumored To Be In-Line For Adoption

Samsung’s HBM4E Set to Deliver 3.25 TB/s Bandwidth; Nearly 2.5× Faster Than HBM3E, Driving AI Computing to New Levels

TSMC Announces the Intent to Rapidly Expand U.S. Operations, Introducing Cutting-Edge 2nm Chips With New Facilities in Arizona

“Our Competitor Is Also Our Very Good Customer,” TSMC CEO Says, Throwing Subtle Shade at the Attention Around Intel

NVIDIA AI server

NVIDIA’s AI Servers Have Seen a Whopping 100x Rise in Power Consumption Over the Years — Can the World Meet AI’s Growing Energy Needs?

A person in a leather jacket is standing in front of a Samsung sign on a building exterior.

NVIDIA Officially Taps Samsung Foundry For Custom Silicon in AI Factories, Marking a Major Breakthrough for the Korean Giant